What's New in Primavera 5.0

What’s New in Primavera 5.
© 2005 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 1
Primavera®
What’s New in Primavera 5.0
Version 3
Date of manual: September 2005
© 1997 - 2005 Primavera Systems, Inc. All rights reserved. Unless otherwise noted, this software is the property
of Primavera Systems, Inc. (Primavera) and is entitled to copyright protection. Any reproduction in whole or in
part is strictly prohibited.
While reasonable efforts have been made to ensure the accuracy of this document, Primavera assumes no liabil-
ity resulting from any omission or inaccuracies in this document or from use of the information obtained herein.
Primavera reserves the right to make changes to any products described herein to improve reliability, function, or
design, and reserves the right to revise this document and to make changes from time to time in content hereof
with no obligation to notify any person of revisions or changes. Primavera does not assume any liability arising
out of the application or use of any product described herein; neither does it convey license under its patent rights
or the rights of others.
Please send your comments to:

Primavera Systems, Inc.
Three Bala Plaza West
Bala Cynwyd, PA 19004
Telephone: 1-610-667-8600
FAX: 1-610-667-7894
World Wide Web site: http://www.primavera.com
Computer Software Copyrights: The Primavera software products described in this document may not be cop-
ied, reproduced, modified, or distributed in any manner without Primavera's express written permission.
Use and Disclosure Restrictions: The software described in this document is the property of Primavera Sys-
tems. It is furnished under a license agreement and may be used and/or disclosed only in accordance with the
terms of the agreement.
US Government Restricted Rights: If the Software is acquired for or on behalf of the United States of America,
its agencies and/or instrumentalities (“U.S. Government”), it is provided with restricted rights. The Software and
accompanying documentation are “commercial computer software” and “commercial computer software docu-
mentation,” respectively, pursuant to 48 C.F.R. 12.212 and “restricted computer software” pursuant to 48. C.F.R.
52.227-19 (a), as applicable. Use, modification, reproduction, release, performance, display, or disclosure of the
Software and accompanying documentation by the US Government are subject to restrictions as set forth in the
this Agreement and pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable.
Trademarks: Primavera, the Primavera sundial logo, P3, P3e, Primavera Enterprise, Primavera Expedition, Pri-
mavera Project Planner, Primavera TeamPlay, myPrimavera, PrimeContract, and SureTrak are either registered
trademarks or trademarks of Primavera Systems, Inc., in the United States and/or in other countries. All other
trademarks mentioned herein are the property of their respective owners.
Printed in the United States of America.

Course Contents
Lesson 1: Schedule Analysis 1
Progress Spotlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Update Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
WBS Summary Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Suspend and Resume Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Step Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Activity Step Templates Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Step Templates From an Existing List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Step Templates - Assign to Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Past Period Actuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring Financial Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Configure Past Period Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Storing Past Period Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Editing Past Period Actual Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Rates on Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Baseline Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Monte Carlo Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Multiple Float Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Handling Hours and Days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Lesson 2: Ease of Use 29
Import/Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Export Data File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
What’s New in Primavera 5.0 i

Course Contents
Import Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

P3 Import Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Undo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Send Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Activity Codes by EPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Export Support of External Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Lesson 3: Graphics 41
Sight Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Reorganization Turned Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Combine Ordinal Date with Week Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Format Curtains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
More Text Placement on Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Lesson 4: Resources 47
Resource Planning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Resource Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Selecting a Project or Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Selecting a Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Customizing Resource Planning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Assigning Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Entering Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Committed and Non-Committed Assignments . . . . . . . . . . . . . . . . . . . . . . . .54
Spreading Resource Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Life of Project Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Synchronize Resource Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Resource Planning Allocation in Other Views . . . . . . . . . . . . . . . . . . . . . . . .60
ii What’s New in Primavera 5.0

Course Contents
Resource Analysis View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Viewing the Resource Analysis Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Changing Chart Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Customizing Resource Analysis View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Changing Chart Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Customizing Chart Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Lesson 5: Issues 69
Issues Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Creating Issue Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Creating Issue Form Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Creating Issue Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Assigning Issue Forms to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using Issue Form to Create an Issue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Grouping Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Viewing Issue Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Lesson 6: Baselines 87
Adding Baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Assigning a Baseline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
What’s New in Primavera 5.0 iii

Course Contents
Lesson 7: Personal Workspace 91
My Reports Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Assigning Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94
Custom Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96
Resource Analysis Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Lesson 8: Activity List 99
Grouping in Activity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100

Sorting in Activity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
New Features in Activity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
iv What’s New in Primavera 5.0

LESSON 1
Schedule Analysis
The schedule analysis portion of this guide describes the new options available
when evaluating the schedule. The new options available are:
✔ Progress spotlight
✔ Update progress
✔ WBS summary activities
✔ Suspend and resume
✔ Step templates
✔ Past period actuals
✔ Rates on roles
✔ Baseline update
✔ Monte Carlo analyzer
✔ Multiple float paths
✔ Option for handling of hours/days
Schedule Analysis
Progress Spotlight
Progress spotlight and update progress expedite the update process. These
features can be used together or individually. Progress spotlight can be
performed in two ways:
❑ Clicking the Progress Spotlight icon . Clicking the icon will shift the
data date to the next timescale increment.
❑ Dragging the data date line (you can choose any date this way).
There are two functions of progress spotlight:
❑ Activities that are scheduled to occur in the update period are highlighted.
❑ The spotlight curtain appears in the status period in the bar chart.
✍ Progress spotlight Progress spotlight is useful for identifying activities that are scheduled to occur
can only be used for
activities in progress or
within a certain time period. When removing the spotlight, you can keep the
in the future. The old data date or keep the new data date and update the schedule.
spotlight cannot be
dragged in the past. ❑ Keep the old data date: Click the Progress Spotlight icon a second time or
manually drag the spotlight back to the original data date.
❑ Update the schedule -- Run the scheduler if you want to manually update
the schedule or utilize the update progress option to update activities
automatically.
FIG. 1.1: BA1000,

BA1010, and
BA1020 are
highlighted.
Steps
1. Start Primavera by clicking the Primavera icon on the desktop or clicking
Start, Programs, Primavera, Project Management.
2. Type a Login Name <admin> and a Password <admin>, and then click
OK.
3. Click Progress Spotlight .
2 © 2005 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.
Schedule Analysis
Update Progress
Update progress is used to update the project plan as if the project has
proceeded according to schedule.
There are two update progress options:
❑ When using progress spotlight, update progress: Choose to update all of
the highlighted activities that appear in the Gantt Chart or to update only
the highlighted activities that have been selected.
❑ When actuals are applied from timesheets: Specify whether to recalculate
the remaining duration based on the activity duration type or to always
recalculate. If you choose to always recalculate, all activities are treated as
Fixed Units or Fixed Units/Time.
✍ You must have the For each activity within the status period, Primavera sets dates to actual if they
project security privilege
to Project Schedule,
fall before the new data date, calculates actual duration and units, and
Level and Apply Actuals calculates remaining durations for activities that are not finished as of the data
to update progress. date.
FIG. 1.2: Actuals

have been applied
up to the new data
date of 16-Jan-06.
Steps
1. Select Tools, Update Progress.
✍ The new data date 2. Click All highlighted activities .
is the end date for
progress spotlight.
3. Click Always recalculate.
4. Click Apply.
5. Click OK .
Schedule Analysis
WBS Summary Activities

A WBS summary activity comprises a group of activities that share a common
WBS level. For example, all activities whose WBS codes start with A (A.1, A.2,
A.3, A.4, A.5) can be part of one WBS activity whose WBS code is A. At a lower
level, all activities whose WBS codes start with A.1 (A.1, A.1.1, A.1.2, A.1.3)
can be part of a WBS activity whose WBS code is A.1.
The duration of a WBS summary activity extends from the start of the earliest
activity in a group to the end of the latest activity in the group.
WBS summary activities are categorized in activity details in the General tab,
Activity Type field. These activities are used for high level resource planning -
resources can be assigned to these activities instead of detailed activities.
FIG. 1.3: Activity

BA1005 is assigned
as a WBS Summary
activity for the
Design and
Engineering WBS
band.
Steps
1. Add an activity to the Design and Engineering WBS band.
2. Type the Activity ID <BA1005>.
3. Type the Activity Name <WBS Summary>.
4. Click the General tab.
5. Select the Activity Type, WBS Summary.
6. Select Tools, Schedule.
7. Click Schedule.
Schedule Analysis
WBS Summary Activities (continued)

Now that you have added a WBS summary activity, you will configure bars to
display a different color for these activities.
FIG. 1.4: A bar is

configured to show
WBS summary
activities.
Steps
1. Click the Layout Options bar and select Bars.
2. Click Add.
3. Type the bar name <WBS Bar>.
4. Double-click in the Filter field.
5. Click New.
6. Type the Filter Name <WBS Summary Activities>.
7. Click the Parameter, Activity Type.
8. Select the value WBS Summary.
9. Click OK.
10. Verify the filter, WBS Summary Activities, is selected.
11. Click OK.
12. Select the bar color, Yellow.
13. Press Shift/Down to move WBS bar to bottom of the list.
14. Scroll down to the Summary bar and clear Display for the Summary bar.
15. Click OK.
Schedule Analysis
Suspend and Resume Activity

Use suspend and resume dates to stop work on an activity for a period of time.
Indicate this interruption by specifying suspend and resume dates in the Status
tab of Activity Details.
An actual start must be applied to an activity to assign a suspend date. A
suspend date must be assigned to an activity in order to assign a resume date.
FIG. 1.5: There is a

"break" between
the actual and
remaining work
bars.
Steps
1. Select an activity, BA1010.
2. In Activity Details, click the Status tab.
3. Click the ellipse in the Suspend field.
4. Select a date, 17-Jan-06.
5. Click the ellipse in the Resume field.
6. Select a date, 19-Jan-06.
7. Select Tools, Schedule.
8. Click the Schedule button to schedule with the data date 16-Jan-06.
Schedule Analysis
Suspend and Resume (continued)

To display suspend and resume dates:
❑ Use bar necking to graphically display the suspended activity’s non-work
time. In the Bars dialog, Bar Settings tab, select the Activity nonwork
intervals option under Bar Necking Settings.
You can show suspend and resume dates as columns.
FIG. 1.6: The

suspend time for
activity BA1005 is
shown as a bar
"neck".
Steps
1. In the Layout Options bar, click Bars.
2. Select the Remaining Work bar.
3. Click the Bar Settings tab.
4. In the Bar Necking Settings section, select Activity non-work intervals.
5. Select the Actual Work bar.
7. Select the Critical Remaining Work bar.
9. Click OK.
Schedule Analysis
Step Templates
Activity step templates enable you to define a group of steps common to
multiple activities, then assign the template to activities.
Your organization may have several activities that repeat within a project or
across projects. For example, every time you start a project, several
specifications must be written and approved. The Write Specifications activity
could have the following steps:
❑ Submit initial spec
❑ Review initial spec
❑ Revise initial spec
❑ Final review
These steps may apply to many or all Write Specifications activities in a project
or across all projects. Rather than manually inputting these steps into each
Write Specifications activity, you can create an activity step template
containing these steps and assign the template to each applicable activity at
once.
Weights may also be defined for steps in the template.
If a commonly used step or set of steps have already been defined for an
activity, you can convert the steps to a template.
Schedule Analysis
Activity Step Templates Dialog Box

The Activity Step Templates dialog box is accessed by choosing Enterprise,
Activity Step Templates.
You can customize the bottom grid to display user-defined field columns in
which you can add step data, such as dates and costs. Any user-defined field
data you enter in an activity step template is saved as part of the template.
FIG. 1.7: Use the

Activity Step
Template dialog box
to create a step
template.
Steps
1. Choose Enterprise, Activity Step Templates.
2. Click Add.
3. Type a Step Template Name <Systems Testing>.
4. At the bottom of the Step Template screen, click Add.
5. In the text area, type a Step Description <Initialize system>.
6. Type <Start system testing> for the step description.
7. Type a Step Weight <7>.
8. Click Add.
9. Type a Step Name <Execute testing>.
10. In the text area, type a Step Description <Execute systems
operation>.
11. Type a Step Weight <3>.
12. Click Close.
Schedule Analysis
Step Templates From an Existing List

Step templates can also be created from an existing list of activity steps.
FIG. 1.8: Steps are

chosen to create a
template.
Steps
2. In Activity Details, click the Steps tab.
3. Highlight all steps (use shift-click to select all steps) in the Steps tab.
4. Right-click the steps and choose Create Template.
5. Type a Step Template Name <Technical Data>.
6. Click OK.
Schedule Analysis
Step Templates - Assign to Activities

Steps are added from the step template in Activity Details, Steps tab.
FIG. 1.9: Steps can

be added from a
template in the
Steps tab in
Activity Details.
Steps
1. Highlight activities, BA2030 and BA2040.
2. Click Steps.
3. Select a template, Systems Testing, and then click .
4. Click Close.
5. Highlight an activity, BA2030.
6. In the Steps tab, click Add From Template.
7. Select a step template, Technical data.
8. Click Assign, and then click Close.
Schedule Analysis
Past Period Actuals

The Store Period Performance feature enables you to track actual units and
costs to date each time the schedule is updated. For example, if you increase
the Actual This Period by 50, Primavera increases the Actual to Date by the
same amount. At the end of each financial period, reset the Actual This Period
values of all activities and assignments to zero by choosing Tools, Store Period
Performance. Resetting the Actual This Period values does not affect Actual to
Date values; rather, it prepares you to begin tracking new use for the current
period.
Storing period performance records actuals for the selected financial period
along with earned value and planned value, so you can track previous periods
and compare current and future trends. If past period data changes after you
store period performance, you can edit the data in financial period columns of
the Activity Table, Resource Assignments window, and the Resources tab of
Activity Details.
Your projects may be scheduled to update every two weeks, monthly, or even
quarterly. To track actual costs and progress recorded, update your schedule at
the times established in the Financial Periods dictionary, then store period
performance at the end of the update period and before the start of the next
schedule update.
The example below describes how the actual this period value and the financial
periods are populated when actual values are stored.
STORE
January
ATP Jan. 2006 values for ATP
2006
Jan 2006
100 0 0 100
Schedule Analysis
Configuring Financial Periods

Define your organization's global financial periods in the Financial Periods
dialog box. Rather than spreading costs evenly throughout the length of a
project, you can view how actual costs were incurred by customized financial
periods.
✍ Financial periods If your organization always updates the schedule according to the same time
cannot overlap.
interval (i.e., every week, every month, every quarter, etc.), you can quickly
create a batch of financial periods. If the schedule may be updated irregularly,
you can create a single financial period at any time.
Financial periods are set to start and finish at midnight.
FIG. 1.10: A batch

of financial
reports is created.
Steps
1. Choose Admin, Financial Periods.
2. Select a Batch Start Date, 01-Jan-06.
3. Select a Batch End date, 31-Dec-06.
4. Select Every 1 Months.
✍ You can print 5. Click Batch Create.
financial periods by
clicking the display bar 6. Click Yes.
and selecting Print
Preview. 7. Click OK.
8. Click Close.
Schedule Analysis
Configure Past Period Columns

After the financial periods are created, financial periods must be added as
available columns in User Preferences. You can edit the data in financial period
columns of the Activity Table, Resource Assignments window, and the
Resources tab of Activity Details.
FIG. 1.11: You can

select financial
periods to view in
columns.
Steps
1. Select Edit, User Preferences.
2. Click the Application tab.
3. In the Columns section, select the financial period start date 2006-01-01.
4. In the Columns section, select the financial period finish date 2006-03-01.
5. Click Close.
Schedule Analysis
Configure Past Period Columns (continued)

Financial period data is found in the Financial Period Value band.
FIG. 1.12: Financial

period data is found
in the Financial
Period Value band.
Steps
2. In Activity Details, click the Resources tab.
3. Right-click column headers in the resources tab and choose Customize
Resource Columns .
4. Expand the Financial Period Value band.
5. Add a column, 2006-01-01: Actual Units.
6. Click OK.
Schedule Analysis
Storing Past Period Information

You will update the column for the January 2006 financial period. The actual
data for the financial period will be stored and then you will apply actuals for
that time period.
FIG. 1.13: Data for

the financial period
is stored.
Steps
1. Select Tools, Store Period Performance.
2. Click Store Now.
3. Click Yes.
Schedule Analysis
Editing Past Period Actual Data

You can view and edit past period actual data for any financial period in the
Activity Table and the Resources tab of Activity Details. You can display Activity
Table columns for all of the following financial period fields:
❑ (Period Name): Actual Expense Cost
❑ (Period Name): Actual Labor Cost
❑ (Period Name): Actual Labor Units
❑ (Period Name): Actual Material Cost
❑ (Period Name): Actual Nonlabor Cost
❑ (Period Name): Actual Nonlabor Units
❑ (Period Name): Earned Value Cost
❑ (Period Name): Earned Value Labor Units
❑ (Period Name): Planned Value Cost
❑ (Period Name): Planned Value Labor Units
You can change the columns of the Activity Details, Resources tab, to display
Actual Cost and Actual Units columns for any financial period.
After you expose the desired columns, you can edit any value by clicking in the
field.
Schedule Analysis
Editing Past Period Actual Data (continued)

To edit past period actual data, the actual and actual this period units and cost
must be linked in the project. Before editing past period actual data, verify that
the Link Actual and Actual This Period Units and Cost option is selected in the
Project Details, Calculations tab.
✍ If your resources You cannot edit past period actual data for activities that do not have an actual
use Primavera
Timesheets to enter
start date. You can edit past period actual data for activities that have resource
time, you should not assignments in the Resource Assignments window or in the Resources tab of
edit past period actuals Activity Details.
in the Project
Management module. For milestone activities, you can only edit past period expense costs.
You must be assigned the Edit Period Performance, View Project Cost/
Financial, Edit Project WBS Financial, and Add/Edit Project Activities Except
Relationships project privileges to edit past period actual data.
FIG. 1.14: Past

period actual data
can be edited with
some conditions.
Steps
✍ The actual units 1. Select an activity, BA1020.
field is updated when
the past period values 2. In the 2006-01-01 Actual Units field, type the new units <70>.
are updated.
Schedule Analysis
Rates on Roles
✍ There are five Rate types that are defined in Admin, Preferences can now also be applied to
available price per unit
values - the title of
roles. This value is defined in the Roles dictionary, Prices tab.
these values can be
defined in Admin
Preferences, Rates tab.
FIG. 1.15: Value

for a rate type is
defined in the
Prices tab in the
Roles dictionary.
Steps
1. Select Admin, Admin Preferences.
2. Click the Rate Types tab.
3. Type a new User-defined title for cost_per_qty <GSA>.
4. Type a new User-defined title for cost_per_qty2 <Commercial>.
5. Click Close.
6. Choose Enterprise, Roles.
7. Select a role, ACME.Engr.SE.
8. Click the Prices tab.
9. Type the GSA Rate Type <50.00>.
10. Type the Commercial Rate Type <60.00>.
11. Click Close.
Schedule Analysis
Rates on Roles (continued)

Rate types are assigned to roles in Activity Details, Resources tab.
FIG. 1.16: Rate

types are assigned
to roles in the
Resources tab in
Activity Details.
Steps
2. Click the Resources tab.
3. Right-click the column header and choose Customize Resource Columns.
4. Add columns Role, Price/Unit, and Rate Type.
5. Click OK.
6. Assign the rate type, Commercial to Role Structural Engineer.
7. Click Yes.
Schedule Analysis
Rates on Roles (continued)

There are three options when assigning a resource to an activity:
❑ Always use the new resource’s Units per Time and Overtime factor.
❑ Always use the current assignment’s Units per Time and Overtime factor.
❑ Ask every time they are assigned.
There are three options when roles and resources are assigned to an activity:
❑ Always use the resource Price per unit.
❑ Always use the role Price per unit.
❑ Ask every time they are assigned.
This value is assigned in User Preferences, Calculations tab.
FIG. 1.17: Options

when assigning
roles/resources to
an activity are set in
the Calculations tab.
Steps
1. Click Edit, User Preferences.
2. Click the Calculations tab.
3. Click Close.
Schedule Analysis
Baseline Update
Version 5.0 provides a feature for maintaining baseline data. The updating
options are found by choosing Project, Maintain Baselines and clicking the
Update button.
Some options available in the Update Baseline dialog are:
❑ Filtering out what activities to update.
✍ The update baseline ❑ Adding new activities to the baseline.
feature uses the API to
process information. ❑ Deleting activities that are not in the project plan any more.
The options selected are saved per user.
Users must have proper security privileges to run the baseline update.
FIG. 1.18: Filtering

activities is now
available when
updating a
baseline.
Steps
1. Select Project, Maintain Baselines.
2. Highlight a project, Office Building Addition - B1.
3. Click Update.
4. Select Activities within the following filter.
5. Click the ellipse.
6. Select a filter, In Progress.
7. Click OK.
8. Select Add New activities and activity data (except actuals).
9. Click Update.
Schedule Analysis
Baseline Update (continued)

There are additional baseline options available when clicking the Update
Options button in the Update Baselines dialog box. Specific activity and
resource fields can be selected to update in the Update Baseline Options dialog
box.
The two areas of the Update Options screen are updating activity and resource
assignment data.
❑ When updating activity data, include: Specify the types of activity data you
want to update when you update the baseline.
❑ When updating resource assignment data: Choose to update existing
resource/role assignment data and/or add new resource/role assignments.
If you choose to update existing resource/role assignment data, choose to
update the budgeted and/or actual units and cost for the resource/role
assignments.
FIG. 1.19: More

options are
available when
updating a baseline.
Steps
1. Select All Activities.
✍ When the baseline 2. Select Delete from baseline any activities no longer in the current project.
is updating the cursor
turns to an hourglass 3. Click Update Options.
until the processing is
complete. 4. Click OK.
5. Click Update.
6. Click Close twice.
Schedule Analysis
Monte Carlo Analyzer

MonteCarlo Analyzer (MCA) authored by Pertmaster is a project risk add-on for
Primavera 5.0 and can help you to answer questions such as:
❑ How likely is my project to finish on time?
❑ What is my project finish date?
❑ Which activities are driving delays in my project?
❑ Is my project logic correct for risk analysis?
Once installed, Monte Carlo analyzer is run from the Tools menu in Project
Management.
Steps
1. Select Tools, MonteCarlo Analyzer.
2. Click Evaluate.
3. Select File, Open.
4. Open file C:\Program Files\Pertmaster
Software\MonteCarloAnalyzer2x\Samples\IT Project.mca.
5. Close Monte Carlo Analyzer after viewing the file.
Schedule Analysis
Multiple Float Paths

There is now an Advanced tab in Scheduling Options -- multiple float paths can
be defined here. Instead of only tracking the number one critical path, you can
look at several other less critical paths.
A use case for this would be if the last activity in a chain is not necessarily a
critical activity. If this is the case, you can determine which activity you want to
draw the path upon.
Some options in the multiple float path dialog box are:
❑ Determine how many paths to track
❑ Pick a key activity to draw the path upon. This option would be useful in
analyzing what activities drive the end of a phase in the project.
❑ Calculate the paths based upon free float or total float
Each float path is ranked from most critical to least critical and stores the value
for each activity in the Float Path field. For example, if you calculate five float
paths, a value of 1 is stored in the Float Path field for each activity in the most
critical float path; a value of 5 is stored for each activity in the least critical float
path.
Schedule Analysis
Multiple Float Paths (continued)

The two options in selecting how to calculate the float paths are free float and
total float:
❑ Total Float: If you choose this option then, based on the activity you want
the paths to end on, the module determines which predecessor activity
has the most critical Relationship Total Float on the backward pass. The
module repeats this process until an activity is reached that has no
relationship. The module begins the forward pass from this activity and
determines which successor activity has the most critical Relationship
Successor Total Float. The module repeats this process until an activity is
reached that has no relationship. These activities represent the most
critical float path. The process begins again until the remaining sub-critical
paths are calculated.
❑ Free Float: Choose this option to define critical float paths based on
longest path. The most critical path will be identical to the critical path that
is derived when you choose to define critical activities as Longest Path in
the General tab. In a multi-calendar project, the longest path is calculated
by identifying the activities that have an early finish equal to the latest
calculated early finish for the project and tracing all driving relationships
for those activities back to the project start date. After the most critical
path is identified, the module will calculate the remaining sub-critical
paths.
FIG. 1.20: Schedule

Options enables you
to calculate
multiple float paths.
Steps
You will look at the 1. Select Tools, Schedule.
multiple float paths
dialog box to see the 2. Click Options.
options that are
available in the 3. Click the Advanced tab.
advanced tab of
scheduling options.
4. Click Calculate multiple float paths.
5. Click the ellipse to choose an activity to Display multiple float paths ending
with activity.
7. Click Close.
Schedule Analysis
Multiple Float Paths (continued)

After setting up the multiple float paths options and running the scheduler, the
Float Path Order field is populated.
To view the float paths after you schedule the project, group activities in the
Activity Table by Float Path and sort by Float Path Order. A Float Path value of
1 indicates that those activities are part of the most critical float path. The
Float Path Order value indicates the order in which the activities were
processed.
FIG. 1.21: Activities

grouped by float
path.
Steps
1. Click Schedule.
2. In the Layout Options bar, click Group and Sort.
3. Group by Float Path.
4. Click Sort.
✍ WBS Summary 5. Select Float Path Order.
activities are stored in
the No Float Path band. 6. Click OK.
7. Add columns, Float Path Order and Total Float to the layout.
8. Click OK .
Schedule Analysis
Handling Hours and Days

A new feature in Admin Preferences enables individual users to determine the
number of work hours per time period (i.e. Hours/Day, Hours/Week, Hours/
Month, Hours/Year). If this option is selected, users can go into the time period
tab of user preferences to configure their time periods.
FIG. 1.22: A new

setting enables
users to configure
their time periods.
Steps
1. Choose Admin, Admin Preferences.
2. Select the Time Periods tab.
3. Click Allow users to specify the number of work hours for each time
period.
4. Click Close.
5. Choose Edit, User Preferences.
6. Select the Time Units tab.
7. In the Hours per Time Period section, type <10> Hours/Day.
LESSON 2
Ease of Use
This portion of the What’s New guide describes new usability features added in
version 5.0.
The new usability features to be described are:
✔ Import/export to Excel
✔ P3 import
✔ Undo
✔ Send project
✔ Activity codes by EPS
✔ Export support of external dependencies
Ease of Use
Import/Export to Excel
Version 5.0 provides an option to export data into spreadsheet (XLS) format.
An export template can be created to filter and the sort the data to be
exported.
❑ The Excel file name to be created is the project ID.
❑ If exporting multiple projects, separate Excel files are created for every
project.
❑ Filters already set up are viewable in the export template, or you may
create a new filter to be used for exporting.
FIG. 2.1: Format

and type can be
specified during
export.
Steps
1. Select File, Export.
2. Select Spread Sheet - (XLS).
3. Click Next.
4. Mark all 5 items.
5. Click Next.
6. Mark Export.
7. Click Next.
Ease of Use
Import/Export to Excel (continued)
FIG. 2.2: Use an

existing filter or
create a new one
when exporting.
8. Click Add.
9. Click Modify.
10. Click Filter.
11. Click Sort.
12. Click Add.
13. Select a Field Name, Early Start.
14. Click OK.
15. Click Next.
✍ The file name is the 16. Click Next.
project ID by default
and is saved in the My 17. Click Finish .
Documents folder.
18. Click OK .
Ease of Use
Export Data File

You will open the file you just created during the export process. After opening
the file, you will configure a record to be deleted when the file is imported into
Primavera.
❑ The top line in the Excel file is the database field name and the second
row is the field name in Primavera.
❑ Different data elements are separated by tabs in Excel.
❑ You can only change the percent complete or remaining duration fields —
you cannot change both values.
If you want to delete a record from the Excel file, set the delete record flag =
D.
FIG. 2.3: You can

delete a record from
the Excel file.
Steps
1. In Windows Explorer, open the My Documents folder.
2. Open a file, Bldg.xls.
3. Select the Task tab.
4. In line 3 (activity BA1000), set the delete record flag = D.
5. Save the file and exit Excel.
Ease of Use
Import Data
✍ The project must be The Excel file has been altered to indicate that activity BA1000 is to be deleted
open to import data;
you can only update the
when importing the file. You will go through the import wizard and check the
existing project when project to verify the record has been deleted.
importing from Excel.
FIG. 2.4: Select

XLS as the import
format.
Steps
1. In Project Management, select File, Import.
2. Choose Spread Sheet - (XLS).
3. Click Next.
4. Click the ellipse to select the import file.
5. Browse to My Documents\Bldg.xls.
6. Click Next.
7. Select Activities.
8. Click Next.
9. Double-click in the Import To field.
10. Click the ellipse and choose Bldg.
11. Click Next.
12. Click Finish.
✍ Activity BA1000 is 13. Click OK.
no longer in the
schedule.
14. Click Activities.
Ease of Use
P3 Import Settings
When importing data from P3, subprojects can now be selected for import.
Only one project group can be selected when importing subprojects. When
selecting subprojects, you have the ability to choose whether you want to
combine subprojects or create separate projects.
✍ When updating the There are advanced cost calculation settings available on the last page of the
existing project, to get
WBS values to match,
import wizard.
the 4 digit project ID in
both applications must
❑ Choose whether to calculate resource assignments costs or to retain the
be identical.
value in P3.
FIG. 2.5: Select

the project group
APEX to import.
Steps
1. Select File, Import.
2. Choose the import format Primavera Project Planner - (P3).
3. Click Next.
4. Select the project group APEX.
5. Click Next.
6. Clear AUTO and BLDG.
7. Click Next.
Ease of Use
P3 Import Settings (continued)
FIG. 2.6: APEX is

imported into
Primavera.
8. Click the ellipse in the Import To field.

9. Expand the EPS and select Con.
10. Click Next.
11. Click Next.
12. Click Next.
13. Click Finish .
14. Click OK .
Ease of Use
Undo
Undo capability is provided in some areas of Primavera, enabling you to undo
errors in the Activities window and the Resource Assignments window.
❑ You can only undo modifications in the General, Status, Resources, and
Relationships tabs of Activity Details.
❑ You can only undo activity code value assignments that were assigned
using the columns in the Activities window.
✍ If you delete a ❑ An option to clear the Undo history in the database is available in the
resource and use Undo
to restore it, you must
Admin Preferences, Options tab in the Admin menu. You must have Admin
reassign the resource to
Superuser privileges to clear the Undo history.
any previous project
issues, risks, and The following actions clear stored values from the Undo history — in other
expenses. Also, you words, Undo will not work after these actions are performed:
must reassign the
primary flag for the ❑ Application — Exiting the application.
restored resource to its
activity assignments. ❑ Data — Summarizing data, refreshing data.
❑ Schedule/status — Auto scheduling, updating progress, applying actuals.
❑ Project/portfolio — Creating projects, opening and closing projects,
importing, changing portfolios, opening portfolios.
❑ Dialog boxes — User Preferences, Admin Preferences, and Time Approval.
Scheduling, leveling, making layout changes, and opening a new layout do not
clear the Undo history.
FIG. 2.7: You can

undo the action of
adding of an
activity.
Steps
1. Open a project, Bldg.
2. Click Add.
3. Click Edit, Undo Add Activity.
Ease of Use
Send Project
✍ If an email system A new feature in version 5.0 enables you to send project XER files through your
is not present on your
computer, the
e-mail system. When choosing File, Send Project, the application creates an
application will launch XER export file, automatically opens your e-mail system, and attaches the XER
the Create a Mail Profile file to the body of the e-mail message. The subject line of the e-mail is
wizard. You can choose
to create a mail profile, automatically populated with the name of the project. The only step required is
or click Cancel to exit. If to fill out the To field of the message.
you click Cancel, you
cannot email the XER
file.
FIG. 2.8: Project

is attached in
e-mail.
Steps
1. Select File, Send Project.
2. Exit out of the e-mail application.
Ease of Use
Activity Codes by EPS

Version 5.0 provides an activity code parameter to assign codes to an EPS
level. This allows for a higher level of control over what users may access
activity codes. These codes are useful in reporting and grouping data.
✍ If you move the ❑ An EPS activity code can be assigned as a global code.
project with an EPS
activity code to a higher ❑ EPS level activity codes can be assigned as secure codes.
level in the hierarchy,
the code becomes a ❑ EPS activity codes can "roll down". For instance, if you assign an activity
project level code. code to a band two levels above where the project resides in the EPS, it
will also be available at that level of your project.
FIG. 2.9: Codes

can be assigned
to an EPS level.
Steps
1. Select Enterprise, Activity Codes.
2. Click EPS.
3. Click Modify.
4. Click Add.
5. Select EPS level Con.
6. Type an Activity Code Name <Region>.
7. Click Close.
8. Click Add.
9. Type an Activity Code Name <East>.
10. Type an Activity Code Description <Eastern Region>.
11. Click Close.
Ease of Use
Assigning EPS Level Activity Codes by EPS (continued)

Now that an EPS level activity code has been created, you will open two
projects to verify the codes are assigned to the correct EPS element.
Steps
1. In Activity Details, click the Codes tab.
2. Select an activity.
3. Click Assign.
4. Click EPS. The newly created EPS activity code should appear.
5. Click Close.
6. Click Projects.
7. Expand EPS and Ex IT and open a project, Web.
8. Select an activity.
9. Click Assign.
10. Click EPS. The newly created EPS activity code should not appear for this
activity because it is not in the EPS band that we selected for the code.
11. Click Close.
Ease of Use
Export Support of External

Dependencies
There are now two fields available in 5.0 that track external dependencies,
external early start and external late finish. These fields are used when
importing and exporting projects with relationships to activities in other
databases.
External early start and external late finish are available in columns, listed
under the dates band.
You will not be relating activities in different databases, however, you will
display those new fields as columns in your layout.
FIG. 2.10: Two new

fields track
external
dependencies.
Steps
1. In the Layout Options bar, select Columns.
2. Expand the Dates band.
3. Click Cancel.
LESSON 3
Graphics
This portion of the What’s New guide describes additional graphics capabilities
in 5.0.
The new graphics features to be described are:
✔ Sight lines
✔ Reorganization turned Off
✔ Combine ordinal date with week date
✔ Format curtains
✔ More text placement on bars
Graphics
Sight Lines
A new tab in bar chart options allows for customizing of sight lines. The
appearance of horizontal and vertical lines in the bar chart are configured in
this tab.
❑ In horizontal line options, the number of rows separating lines are
determined.
❑ In vertical line options, time periods are used to set the frequency of lines
appearing in he bar chart.
FIG. 3.1: Sight Lines

tab enables you to
customize
horizontal and
vertical lines.
Steps
1. In the Layout Options bar, select Bar Chart Options.
2. Click the Sight Lines tab.
✍ These setting are 3. In the Horizontal Lines section, type <10> in the Rows field.
saved as part of a
layout.
4. In the Vertical Lines section, choose to show minor vertical lines every 1
week.
5. Click OK.
Graphics
Reorganization Turned Off

A new option enables you to reorganize where an activity fits in a layout
automatically if an assignment changes, or to keep the activity in place. This
option is found in User Preferences, Application tab. The option is called
Reorganize Automatically.
✍ This option is If you do not want Primavera to automatically reorganize data, you can choose
Reorganize Now from the Tools menu to apply the group and sort criteria to
available in the
activities, assignments
and projects views. the updates in the layout.
FIG. 3.2: A setting

in User
Preferences
enables you to
reorganize
automatically.
Steps
1. Select Edit, User Preferences.
2. Click the Application tab.
3. In the Group and Sorting section, clear Reorganize Automatically.
4. Click Close.
Graphics
Combine Ordinal Date with Week

Date
There are now options to have three lines of labeling in the timescale. One line
can display the current ordinal date and the other lines display the primary
date information (month/week, day/hour, etc.).
FIG. 3.3: New

options in the
Timescale dialog
box.
Steps
1. In the Layout Options bar, select Timescale.
2. Select Three Lines.
3. Select a Data Format Type, Fiscal.
4. Select the Data Interval Month/Financial Period.
5. Select Show Ordinal Dates.
6. Select the Ordinal Start Date, PS - Earliest Project Start.
7. Click OK.
Graphics
Format Curtains
✍ To delete a curtain, The curtain color and fill pattern can now be customized. Also, more than one
double-click the curtain
and click the delete
curtain may be displayed in the bar chart at one time.
button.
All curtains can be removed at one time, or individual curtains can be removed
manually.
FIG. 3.4: Color

and fill pattern
can be customized
for curtains.
Steps
1. In the Layout Options bar, select Attachments, Curtain, Add Curtain.
2. Select a curtain color, Red.
3. Select a new curtain pattern.
4. Click OK.
5. In the Layout Options bar, select Attachments, Curtain, Add Curtain.
6. Select a curtain color, Blue.
7. Select a new curtain pattern.
8. Select a curtain Start date, 01-Feb-06.
9. Select the curtain End date, 28-Feb-06. Click OK.
10. Double-click a curtain and click Delete.
Graphics
More Text Placement on Bars

Version 5 offers more bar label positions in the Bars dialog box in the Bar
Labels tab. Top and bottom are new selections available in the list.
FIG. 3.5: Top and

bottom are new
options for
placement of text.
Steps
1. In the Layout Options bar, select Bars.
2. Click the Bar Labels tab.
3. Click Add in the Bar Labels tab.
4. Select the drop-down arrow in the Position field.
5. Select Top.
6. Click OK.
LESSON 4
Resources
This portion of the What’s New guide describes new resources features added
in Primavera 5.0.
The new usability features to be described are:
✔ Resource Planning view
✔ Resource Analysis view
Resources
Resource Planning View

Resource Planning is a new view in Primavera that enables you to execute
high-level resource planning in a spreadsheet format.
You can assign resources at the project and WBS levels. As you assign
resources, their enterprise-wide allocation is calculated instantly and displayed
in the spreadsheet.
The Resource Planning view provides two benefits:
❑ View and analyze resource allocation without assigning resources down to
the activity level. This is especially useful in long-range planning, where
projects may be known but the activities within them aren't. You can
assign resources to projects or WBS elements within projects, and then
analyze staffing needs across the enterprise up to 10 years in the future.
❑ View resource allocation for tasks performed not related to a specific
activity. In some organizations it is common for resources to perform
project-related tasks but not be formally assigned to an activity. Resource
Planning enables you to assign resources and view allocation at the
project or WBS level. Note that time can be charged on timesheets only to
activities.
Resource Security
Access to resources is specified through security managed by your system
administrator. In resource-related views throughout Primavera, the Hierarchy
lists only those resources to which you have access. For example, if you select
a resource team in the Hierarchy, only those resources on the team to which
you have access are listed.
Resources
Selecting a Project or Portfolio

✍ Security may restrict Use the Filter by field to choose the project, or group of projects, you wish to
your ability to view
projects in Resource
staff. You can either search for a project/portfolio or select one from the
Planning, including Hierarchy.
specific projects in a
portfolio. The Filter By dialog box offers these project- and portfolio-related choices:
❑ Portfolios — Choose between Global Portfolio, Global Filtered Portfolio,
User Portfolio, and Filtered Portfolio. All projects to which you have access
within the selected portfolio are loaded into the spreadsheet.
❑ Project codes — Select a project code value. All projects with that value,
and to which you have access, are loaded into the spreadsheet.
❑ Projects — Select a single project to view in the spreadsheet.
FIG. 4.1: Select a

project or portfolio
in the Filter by field.
Steps
1. Type the URL for Primavera in the Address bar of your Web browser.
2. Type a Login name <jbrunner> and a Password <jbrunner>.
3. In the Resources menu, click Resource Planning.
4. Click icon in the Filter by field.

5. In the Select drop-down list, select Projects.
6. Click + to expand groupings, Signature Corp., Internal IT Projects, and
New Systems.
7. Select a project, VPN Implementation.
8. Click OK.
Resources
Selecting a Project or Portfolio (continued)

The selected project is displayed in the first row of the spreadsheet, along with
its Planned Start and Scheduled Finish. In order for a date to appear in the
Finish field, at least one activity must be assigned to the project, and the
project must be scheduled prior to its selection in the Resource Planning view.
If a portfolio is listed in the first row of the spreadsheet, the earliest Planned
Start date and latest Scheduled Finish of all projects in the portfolio are listed.
WBS elements are listed below the project in the spreadsheet.
FIG. 4.2: Project

finish date displays
only if the at least
one activity is
assigned and the
project is
scheduled.
Selecting a Resource
You can also filter by a resource in the Resource Planning view, enabling you to
view allocation of a single resource across multiple projects. Note, however,
that only allocation assigned in the Resource Planning view is displayed for the
resource. If the resource has been assigned to activities in other views of
Primavera -- but not in the Resource Planning view -- resource information will
not display in this view.
Resources
Customizing Resource Planning View

✍ Click Full Screen to Before entering data, click Customize to confirm spreadsheet settings meet
maximize viewing area.
your needs:
Time Units Display — Sets how units are displayed in the spreadsheet - in
other words, in what units are you assigning resources. If the project is far in
the future, a larger increment, such as weeks or months, might be used. If the
project is close to beginning or already started, a smaller increment, such as
hours or days, may be more useful. Options are hour, day (default), week, and
month.
Decimal Places — Determines the number of decimals displayed for units.
Options are 0 (default), 1, and 2.
Timescale— Sets periods displayed in the timescale. Options are month/week,
year/month (default), year/quarter, or decade.
Spreadsheet Start Date — By
default, the spreadsheet displays 62
periods, beginning three periods
prior to the specified start date. Use
Spreadsheet Start Date to select a
start date for the spreadsheet, thus
overriding the default.
Show Availability — This option
determines whether the Available
row appears in the spreadsheet.
FIG 4.3: Customize Spreadsheet The checkbox is marked by default.
dialog box. Some organizations may wish to not
show availability if they do not track
allocation or are planning far in the future.
Hide if WBS is Empty — This option determines whether WBS elements
assigned to a project are displayed in the spreadsheet. The checkbox is
marked by default.
EXERCISE: Steps
Customize the
spreadsheet to display 1. Click Customize.
months.
2. In the Timescale drop-down list, verify Year/Month.

3. In the Decimal Places drop-down list, verify 0.
4. Click Save.
Resources
Assigning Resources
You can assign resources to the project and to WBS elements.
❑ To select a project, click on the project name in the spreadsheet.
❑ To select a WBS element, first click +, then click the WBS name in the
spreadsheet.
After selecting the project or WBS element:
✍ Click Show Details ❑ Right-click and choose Assign Resources or Click Assign Resources at the
to view resource
allocation before
top of the page.
assigning.
❑ Click Assign by Search at the top of the page.
Two rows of data are displayed for the assigned resource:
❑ Available — These fields are calculated by subtracting enterprise-wide
allocation from the resource's limit as defined in the resource's calendar
for the specified time period. If a resource calendar is not available, the
default Global calendar is used.
❑ Allocated — Units in the specified period for the highlighted project or
WBS element.
FIG. 4.4: Available

and allocated units
are displayed for the
resource.
EXERCISE: Assign Steps

a resource to the
Requirements WBS 1. On the spreadsheet, click + to expand a WBS element, Requirements.
element.
2. Select a WBS element, Requirements.

3. Click Assign Resources.
4. Click + to expand groupings, Enterprise and Development.
5. Select a resource, Jon Spooner.
Resources
Entering Allocation
You can allocate units to a resource in two distinct ways, depending on your
objective:
❑ Click a cell in the spreadsheet and type a value in the Allocated field. This
enables you to allocate units in a specific time period.
❑ Adjust dates in the Start and Finish fields for the resource, and then type a
value in the time units field. (In the example below, the time units field is
set to Days.) This enables you to evenly spread units over a specific
period.
• If the project has a Scheduled Finish -- indicated in the project's Finish
field on the spreadsheet -- mark the Life of Project checkbox to evenly
spread allocated units across the life of the project.
Note that the value you type in the Allocated field is subtracted from the
Available units in that time period.
Also note that the Start/Finish for both the resource and the WBS extends to
the latest period of allocation, in this case May 31, 2007.
FIG. 4.5: Allocated

units are subtracted
from Available units
in the time period.
EXERCISE: Enter Steps

allocation for a resource
in the Requirements 1. Select a resource, Jon Spooner.
WBS element.
2. Double-click in a cell, May 2007.

3. In the Allocated field, type a value <10>.
4. On your keyboard press Tab.
Resources
Committed and Non-Committed Assignments

By default, any resource you assign in the Resource Planning view is identified
as a Committed assignment. This indicated by a marked checkbox in the
Committed column, located to the right of the resource name in the
spreadsheet. (Note: You can drag the Committed column to make it wider.)
✍ A setting in Project When calculating resource availability, Primavera considers only assignments
Details -- covered later
in this manual -- also
that are marked as Committed.
enables you to decide
how allocation in the Committed refers to resource assignments that are stable and unlikely to
Resource Planning view change. If you want to execute high-level planning but not affect resource
affects enterprise-wide availability, clear the Committed checkbox for the resource assignment.
resource availability.
FIG. 4.6: With the

Committed
checkbox marked,
Allocated units are
subtracted from
Available units in
the specified time
period.
EXERCISE: Widen Steps

the Committed column
and assign a resource to 1. Click and drag the right edge of the Committed column, indicated in the
the Design WBS. spreadsheet by C..., until the word Committed is visible.
2. Click + to expand a WBS element, Design.
3. Select a WBS element, Design.
5. Click + to expand groupings, Signature Corp. and Development.
6. Select a resource, John Sanford.
8. Double-click in a cell, June 2007.
9. In the Allocated field, type a value <5>, and then press Tab.
Resources
Committed and Non-Committed Assignments (continued)
If you clear the Committed checkbox for a resource assignment, the allocated
hours in that row remain the same but the available units revert to the total
that was present before you added units in that cell. This is because only
Committed assignments are subtracted from a resource's Available units.
FIG. 4.7: After

Committed checkbox
is cleared, Allocated
units are not
subtracted from
Available units.
EXERCISE: Clear Steps

the Committed
checkbox. 1. Select a resource, John Sanford, beneath the Design WBS element.
2. Clear a checkbox, Committed.
Note that available units revert to 21, but allocated units remain at 5.
Resources
Spreading Resource Allocation

As described earlier, the Resource Planning view also enables you to spread
units evenly across a time period by typing a value in the total units field
(labeled as Days in the current spreadsheet), then specifying a period in the
Start and Finish fields.
FIG. 4.8: Resource

is assigned at the
WBS level.

a resource to the Test
WBS element. 1. Click + to expand a WBS element, Test.
2. Select a WBS element, Test.
4. Click + to expand groupings, Signature Corp. and Development.
5. Select a resource, Donna Hansen.
Resources
Spreading Resource Allocation (continued)

Enter Start/Finish dates in a resource row. Note that Start/Finish can be edited
only for a resource; Start/Finish for a portfolio/project/WBS element is
calculated.
❑ A project’s Start field reflects the project’s Planned Start; the Finish field
reflects the project’s Scheduled Finish.
❑ A WBS element’s Start field initially reflects the project’s Planned Start; the
Finish field is one day later than the Planned Start. If a resource is
assigned to the WBS element, the Finish date reflects the latest
assignment date.
To edit dates, double-click in the Start or Finish fields in a resource row.
Specify the Finish date first if the Start date you are selecting occurs after the
Finish date currently listed in the spreadsheet.
FIG. 4.9: Allocation

is spread evenly in
the period specified
in Start/Finish
fields.
EXERCISE: Spread Steps

allocation by specifying
units and Start/Finish 1. Confirm a resource, Donna Hansen, is selected.
dates.
2. Double-click in the Finish field and use the calendar to select a date, 28-
Sep-07, and then click Select.
3. Double-click in the Start field and use the calendar to select a date, 23-Jul-
07, and then click Select.
4. Double-click in the Days field and type a value <30>.
Allocation is spread evenly based on the period specified in Start/Finish fields
for the resource. Note that July’s allocation is less than August’s because you
specified that work on the WBS element is not scheduled to begin until 23-July.
Resources
Life of Project Assignment

As an alternative to setting specific Start/Finish dates for the resource
assignment, you can designate the assignment for the life of the project by
marking the Life of Project checkbox in the resource row.
✍ Depending on the If the project has a Scheduled Finish, indicated in the Finish field in the
life-of-project date
range and your current
spreadsheet, the duration of a Life of Project assignment corresponds to the
display settings, some Planned Start and Scheduled Finish of the project. When you mark this
spreadsheet interval checkbox for an assignment, the total allocated units are redistributed across
values may not be
visible until you these dates and the assignment Start and Finish dates are disabled for editing.
customize the Spreadsheet cells that fall outside the life-of-project date range are also
spreadsheet to include disabled.
them in the view.
If the project does not have a Scheduled Finish, the assignment dates and
allocated units can be spread by specifying Start/Finish dates and units in the
total units field (displayed as Days below).
FIG. 4.10: Units

are spread across
the life of the
project based on
the Life of Project
assignment.
EXERCISE: Create Steps

a Life of Project
assignment in the Test 1. Click and drag the right edge of the Life of Project column, indicated in the
WBS element. spreadsheet by L... , until the words Life of Project are visible.
2. Select a WBS element, Test.
3. Click Assign Resource.
4. Click + to expand groupings, Enterprise and Development.
5. Select a resource, Bob McArthur.
6. Click Assign, then click Close.
Resources
Life of Project Assignment (continued)
7. Double-click in the Days field and type a value <30>.

8. Mark a checkbox, Life of Project.
Synchronize Resource Dates

When a project is rescheduled, existing Life of Project assignment dates may
no longer be accurate. To ensure that all Life of Project resource assignments
are based on the current project schedule, click Synchronize Resource Dates.
This feature is available only when the Resource Planning view is filtered on a
single project. When you synchronize resource dates, if the project has a
Scheduled Finish, all Life of Project assignment dates are revised to match the
current project Planned Start and Scheduled Finish dates and are disabled for
editing.
For each Life of Project resource assignment, the total allocated units are
redistributed across the timescale based on these new dates. Spreadsheet cells
that fall outside the life-of-project date range are disabled.
FIG. 4.11: Click

Synchronize
Resource Dates to
ensure that all Life of
Project resource
assignments are
based on the current
project schedule.
Resources
Resource Planning Allocation in Other Views

✍ You are prompted to As you make changes to resource assignments in the Resource Planning view,
save data if you attempt
to navigate out of
spreadsheet dates and values are recalculated and displayed, but are not
Resource Planning or saved to the database. You can continue to make adjustments until you are
change the Filter by satisfied, then click Save to update the database. If you click Cancel before
designation.
saving, your changes are discarded.
Data in the Resource Planning view is "live." Note, however, that allocation
assigned in the Resource Planning view is not visible in other allocation-related
views in myPrimavera, such as the Resource Analysis or Resource Usage views,
until you summarize the affected projects. (Projects can be summarized in the
Project Tools view.)
Further, a setting in the Settings tab in Project Details enables you to decide
whether allocation assigned in the Resource Planning view -- termed "high-
level resource planning" -- is included in other allocation-related views even
after you summarize. Some organizations, for example, may opt to not include
high-level resource planning if the affected projects are far in the future but
then include that data as the project is closer to starting or already underway.
In the Summarize project based on field, choose either:
❑ High-level resource planning: Data from Resource Planning is displayed in
other myPrimavera views.
❑ Detailed activity resource assignments: Data from Resource Planning is
not displayed in other myPrimavera views.
FIG. 4.12: Use the

Summarize project
based on field to
determine
whether Resource
Planning allocation
-- ’high-level
planning’ -- is
included in
summary data.
EXERCISE: View Steps

the Summarize project
based on field.
1. Click Save to save spreadsheet data, then click to display the Menu.
2. In the Projects menu, click Project Details.
3. Click the Settings tab.
Resources
Resource Analysis View

✍ All charts in the The Resource Analysis view enables you to analyze resource units and costs
Resource Analysis view
use summary data.
across multiple projects in an array of charts, including histogram, stacked
They reflect values as of histogram, pie chart, and area chart.
the last date the
summarizer was run for A Resource Analysis chart shows summarized resource allocation data for the
the project.
resource, resource team, or resource code value you select in the Hierarchy.
The Organized By field in the Hierarchy enables you view data on resources to
which you have access via security. Three organization options are available:
❑ Resource Hierarchy — View information about a single resource. Note:
Data is not rolled up if you select the parent resource node.
❑ Resource Team — View information about members of a resource team, or
rolled up totals for the team as a whole.
❑ Resource Code — View information about resources with a common
resource code value, or rolled up totals.
FIG. 4.13: Allocation

is displayed for
resource, resource
team, or project
code value selected
in the Hierarchy.

allocation for a resource
team. 1. In the Resources menu, click Resource Analysis.
2. In the Organized By drop-down list, select Resource Team.
3. Click + to expand a grouping, User Teams.
4. Select a resource team, Cross-Function Team.
5. Click Customize and select Units in the Display drop-down list, and verify
Quarter/Month is selected in the Timescale drop-down list.
Resources
Viewing the Resource Analysis Legend

In the current view, the stacked histogram shows the resource team’s
allocation across multiple projects.
The line is the resource limit line, based on the combined resource calendars of
team members. If a resource does not have a resource calendar, the default
Global calendar is used.
Each project is represented by a different color in the chart. Click Show Legend
to display a legend mapping color to project.
FIG. 4.14: Click

Show Legend to
display the Legend.

the Resource Analysis
legend. 1. Click Show Legend.
2. Click to close the Legend.
Resources
Changing Chart Organization

The Group by field at the top of the page dictates how the chart is organized.
In the default setting, Project, each bar in the histogram represents a project.
You can also choose to group by project code, where each bar in the chart
represents a project code value within the selected project code.
FIG. 4.15: Stacked

histogram shows
allocation by
project code value.
EXERCISE: Steps
Organize chart by
project code.
1. Click in the Group by field.
2. In the Select drop-down list, select Project Codes.
3. Select a project code, Priority Code.
4. Click OK.
5. Click Show Legend.
The histogram indicates allocation in projects assigned a project code value
within the Priority project code. This view is useful is assessing how resources
on the team are aligning with the organization’s strategic objectives.
Resources
Changing Chart Organization (continued)
You can also view allocation of individual members of the resource team. Using
the previous example, you can view how resources are aligning with strategic
objectives by viewing their allocation according to the Priority Code project
code.
FIG. 4.16: Select a

resource in the
Hierarchy to view
allocation.

allocation for a member
of the resource team. 1. In the Hierarchy, click + to expand a grouping, Cross-Function Team.
2. Select a resource, Frank Lee.
You will change back the histogram so it is grouped by Project.
4. Click in the Group by field.

5. In the Select drop-down list, select Project
6. Click OK.
Resources
Customizing Resource Analysis View

The Filter by field at the top of the screen dictates the projects that are
displayed in the chart. In the default setting, All Projects, resource allocation in
projects across the enterprise is displayed. If you wish to narrow the view -- or
"filter out" projects -- you can also choose:
❑ Portfolios — Displays allocation in projects within the selected portfolio.
❑ Project code — Displays allocation only in projects assigned a value within
the selected project code.
❑ Projects — A single selected project.
If you select Project Code, you could use the Filter by field to focus on a single
project code value -- and filter out other project code values.
If you manage numerous projects you could choose Portfolios to view
allocation only for projects within a selected portfolio that you have created.
FIG. 4.17: Chart

shows number of
hours the team is
working on
projects within the
portfolio.

allocation within a
portfolio.
1. Click in the Filter By field.
2. In the Select drop-down list, select Portfolios.
3. Click + to expand a grouping, Global Portfolios.
4. Select a portfolio, Strategic Projects, and then click OK.
5. In the Hierarchy, select a resource team, Cross-Function Team.
Resources
Changing Chart Types

✍ Hide the Hierarchy The Chart Type drop-down list determines the style of chart displayed:
to expand the available
screen width to view ❑ Histogram — Separate bar for each project.
charts.
❑ Stacked Histogram — Bars for separate projects are stacked for easier
analysis.
❑ Area Chart — Allocation divided into areas.
❑ Pie Chart — Allocation divided into pie chart. Percentage of total allocation
is indicated for each project.
FIG. 4.18: Pie chart,

below,
automatically
incorporates the
legend. Also, use
your mouse cursor
to spin the pie
chart.

an area chart and pie
chart.
1. Click in the Filter by field.
2. In the Select drop-down list, select All Projects, and then click OK.
3. In the Chart Type drop-down list, select Area Chart.
4. In the Chart Type drop-down list, select Pie Chart.
Resources
Customizing Chart Data

Click Customize to access additional options to customize chart data:
❑ Change display between units and costs.
❑ Set the timescale, either Year/Month; Year/Quarter; Quarter/Month; or
Month/Week.
❑ Show limit or allocation limit.

• Limit shows maximum availability based on the resource's calendar
• Allocation limit shows the resource's maximum availability based on
allocated planning values, recorded at the project or WBS level and
entered in the Resource Planning view.
❑ Designate a specific date range or the entire date range in which allocation
data is present.
❑ Select a color scheme, either pastel or primary.
FIG. 4.19: Click

Customize to access
additional options
to customize the
Resource Analysis
view.
Steps
1. Click Customize.
2. You will not change settings at this time.
3. Click Cancel.
Resources
LESSON 5
Issues
This portion of the What’s New guide describes new issues-related features
added in myPrimavera 5.0.
The new issues-related features to be described are:
✔ Issue forms
✔ Issue form categories
✔ Issue codes
✔ Grouping issues
Issues
Issues Menu
The Issues menu, new for Primavera version 5.0, is displayed in the Menu if
you have proper security privileges. The menu contains four views:
❑ Issues — Select a project in the Hierarchy and view its related issues.
❑ Issue codes — Create, edit, and delete issue codes.
❑ Issue forms — Create issue forms to facilitate the creation of issues.
❑ Issue form categories — Categorize and organize issue forms.
FIG. 5.1: Issues

menu is displayed
for those with
proper security
privileges.
Issues
Creating Issue Codes

You can create issue codes and assign values to them, enabling you to quickly
categorize and organize issues that affect your project.
Primavera provides numerous security settings that limit users' ability to add,
edit, and delete issue codes. In addition to these settings, Primavera also
enables users to create secure issue codes that require a separate security
setting to create and/or access. Check with your system administrator
regarding your ability to view/edit issue codes, and view/edit secure issue
codes.
Issue codes are created in the Issues Codes view in the Issues menu. Click
Modify in the Issue Codes view to create a new code or modify an existing one.
Type a unique name in the Issue Code field and mark the Secure Code
checkbox if you want to code to be secure. Secure codes provide an additional
level of security where users must have specific security rights to view secure
codes. Even users who can view and edit issue codes cannot view/edit secure
codes unless they have that specific privilege.
FIG. 5.2: Up to six

issue codes are
created at one
time.

an issue code.
1. In the Issues menu, select Issue Codes.

2. Click Modify.
3. Click Add Code.
4. Type an Issue Code name <Bug Severity>.
5. Click Save.
6. Click Done.
Issues
Creating Issue Codes (continued)
After the issue code is created, you can add issue code values so issues with
the issue code Bug Severity can be organized and categorized.
Issue code values are divided into:
❑ Issue code value — The name of the issue code value, maximum 20
characters.
❑ Issue code value description — A description of the issue code.
FIG. 5.3: Click Add

Code Value to add
issue code values
to the issue code.
EXERCISE: Add a Steps

issue code value.
1. Confirm an issue code, Bug Severity, is selected in the Hierarchy.
2. Click Add Code Value.
3. Type an Issue Code Value <Level 1>.
4. Type an Issue Code Value Description <Inoperable>.
5. Tab to the next line and type an Issue Code Value <Level 2>.
6. Type an Issue Code Value Description <Severe>.
7. Tab to the next line and type an Issue Code Value <Level 3>.
8. Type an Issue Code Value Description <Functional>.
9. Click Save.
10. Click Done.
Issues
Creating Issue Codes (continued)

Issue codes in Primavera are non-hierarchical; they display as a single list in
alphabetical order.
Click + next to an issue code to view associated issue code values.
FIG. 5.4: Issue

code values are
listed
alphabetically.

issue code values in the
Hierarchy. 1. Click + next to an issue code, Bug Severity, to view issue code values.
2. Click Close Modify.
Issues
Creating Issue Form Categories

Issue forms enable you to customize the forms used to create issues. Given
that an organization may have numerous issue forms, Primavera enables you
to create issue form categories to organize forms across the enterprise.
✍ If a an issue form Create, edit, and delete issue form categories in the Issue Form Categories
category is deleted,
existing issues within
view in the Issues menu.
the category are not
deleted. They are
Issue form categories are listed in the Hierarchy in alphabetical order. They are
displayed in the No not hierarchical.
Category grouping.
FIG. 5.5: After

adding an issue
form category, it is
listed
alphabetically in
the Hierarchy.

an issue form category.
1. In the Issues menu, select Issue Form Categories.

2. Click Add Category.
3. Type a category name <Software>.
4. Click Save and Close.
Issues
Creating Issue Forms

Issue forms enable you to create templates for the creation of project issues.
You can specify fields that display in the issue form; designate default values to
those fields; and assign project codes and user-defined fields.
Once created, you can subsequently assign the issue form to a project so
project members can create new issues based on the form. You can create
multiple forms to elicit information based on the type of issue that is being
created.
You can create an issue form either the Default Form or by copying an existing
form, nested within form categories in the Select a Form to Copy dialog box.
FIG. 5.6: Use the

Default Form or
copy an existing
form, listed within
form categories.

an issue form.
1. In the Issues menu, select Issue Forms.

2. Click Modify.
3. Click Add Form.
4. Confirm Default Form is selected in the dialog box.
5. Click OK.
Issues
Creating Issue Forms (continued)
At the top of the Add Issue Form page, you are required to type a form name
in the Form Name field. You can also designate the form category in which the
form will reside.
FIG. 5.7: Checkboxes

in the Issue Field
table are disabled if
the field is required.
The Issue Field table enables you to design the issue form by specifying which
fields are displayed on the form, a default value for the field (where
applicable), and whether a value for the field is required. These are the
columns in the Issue Field table:
❑ Field Name — This non-editable column lists fields available for display in
the form. The fields correspond to those in the standard issue form.
❑ Display — Mark a checkbox next to the corresponding field if you want it
to display in the form. The checkbox next to Issue Name cannot be
cleared.
❑ Default Value — Use this column to specify a default value for a field. As
mentioned earlier, issue forms can be assigned to projects. So, for
example, you can enter a default value for Responsible Manager that
corresponds to the project's responsible manager so that all project issues
created with this form automatically contain the responsible manager's
name. Only certain fields gave editable default values: Owner, Priority,
Responsible Manager, and Status. Other fields have default values that
cannot be edited: Issue Name; Applies to Activity; Date Identified (default
value is always the current date); Identified By (default value is always the
current user); and Resolution Date.
Issues

❑ Required — Mark a checkbox to require a response to the field. The
Required checkbox is disabled if the Display checkbox for the field is not
marked. Certain fields are always Required: Issue Name, Identified By,
and Responsible Manager. The Priority and Status fields always have a
value but an asterisk, indicating a Required field, does not appear in the
issue form.
Separate sections below the Issue Field table enable you to assign issue codes
and user-defined fields to the form.
❑ Issue Codes — This section enables you to assign issue codes to the form.
After assigning the code, you can elect to specify a issue code value in the
Default Value field, or leave the field blank so it is completed by the user
creating the issue. You can also designate the code field as Required so
the issue creator is required to assign an issue code value.
❑ User-defined fields — This section enables you to assign user-defined
fields to the form. After assigning the field, you can elect to type a value in
the Default Value field, or leave the field blank so it is completed by the
user creating the issue. You can also designate the field as Required.
FIG. 5.8: Form

Name is a required
field, indicated by
an asterisk.
EXERCISE: Type a Steps

form name and select a
category. 1. In the Form Name field type <Bug Report>.
2. Click in the Form Category field.

3. Select a category, Software, and then click OK.
Issues
FIG. 5.9: Issue

codes and user
defined fields are
required -- but
default value is left
blank so values are
added when the
issue is created.
4. Mark the Required checkbox for a field, Resolution Date.
5. Click in the Default Value column for a field, Responsible Manager.

6. Click + to expand groupings, Signature Corp. and Chief Technology Officer.
7. Select a responsible manager, VP of Development, and then click OK.
8. In the Issue Codes section, click Assign Issue Codes.
9. Select an issue code, Bug Severity, and then click Assign.
10. Mark the Required checkbox so users must assign a value for Bug Severity.
11. In the User Defined section, click Assign User Defined Fields.
12. Click + to expand a grouping, User Defined Fields.
13. Select a user-defined field, Area Affected, and then click Assign.
14. Mark the Required checkbox so users must assign a value for Area
Affected.
15. In the User Defined section, click Assign User Defined Fields.
16. Click + to expand a grouping, User Defined Fields.
17. Select a user-defined field, Impact on Go Live, and then click Assign.
18. Mark the Required checkbox so users must assign a value.
Issues
Save the form when it is complete. You can edit the form by expanding its
issue form category in the Hierarchy and then double-clicking the issue form.
FIG. 5.10: Expand

issue form category
in the Hierarchy to
view issue forms.
EXERCISE: Save Steps

and view the issue form
in the Hierarchy. 1. Click Save.
2. Expand an issue form category, Software, in the Hierarchy.
Issues
Assigning Issue Forms to a Project

You can assign issue forms to a project so that users are prompted to select
the form when creating a project issue. Multiple issue forms can be assigned to
a project.
You must be in a view within the Projects menu in order for the Assign Issue
Forms item to appear in the Related Actions drop-down list.
FIG. 5.11: Multiple

issue forms can be
assigned to a
project.

an issue form to a
project. 1. In the Projects menu, select Project Issues.
2. Confirm a project, Finance System Upgrade, is selected in the Projects
menu.
3. In the Related Actions drop-down list, click Assign Issue Forms.
4. In the Available Issue Forms section, expand a grouping, Software.
5. Select an issue form, Bug Report.
6. Click to move the form to the Selected Issue Forms section.

7. Click Save.
Issues
Using Issue Form to Create an Issue

When you click Add an Issue, you are prompted to select an issue form:
❑ Expand issue form categories to select an issue form.
❑ Select the Default Form to create an issue based on the standard issue
form.
FIG. 5.12: Issue

form you created is
used to create an
issue.

an issue based on an
issue form. 1. Click Add an Issue.
2. Click + to expand an issue form category, Software.
3. Select an issue form, Bug Report, and then click OK.
4. Type an Issue Name, Errors in budget calculations.
5. Click in the Resolution Date field.

6. Select a date, 18-Nov-05, and then click Select.
7. Select a Priority, Top.
8. Click in the Bug Severity field.

9. Click + to expand an issue code, Bug Severity.
Issues
Using Issue Form to Create an Issue (continued)
FIG. 5.13: New issue

is listed for Finance
System Upgrade
project.
10. Select Level 1-Inoperable, and then click OK.

11. In the Area Affected field, type <Accounting>.
12. Click in the Impact on Go Live field.
13. Select an indicator and then click OK.

14. Click Save.
Issues
Grouping Issues
You can group issues and view them in chart form for enhanced analysis.
On the Grouping tab, you can select up to three levels, or fields, to group
issues. Grouping gathers, or groups, all of the issues together that contain the
same value for the selected field. For example, if you select to group by
Priority, all issues with an Top priority are grouped together, all issues with a
Normal priority are grouped together, etc.

Each selected grouping level appears with a colored band when displaying
issues in the List format. From the Band Color drop-down list, you can select
the background color for each grouping level. The Text drop-down list lets you
choose the color of the text that displays in the grouping level band.
EXERCISE: Group Steps

issues by priority and
responsible manager. 1. Click Customize.
2. Click the Group tab.
3. In the Level 1 drop-down list, select Priority.
4. Set the sort order to Descending.
5. In the Level 2 drop-down list, select Responsible Manager.
Issues
Grouping Issues (continued)

You can also choose:
❑ Show field title in band — Displays the selected grouping level field name,
followed by the field value.
❑ Show field rollups in band — Displays summary information for all cost,
numeric, integer, start data, and end date fields in the grouping level.
❑ Show ID/Code Value in band — When grouping by an issue code, displays
the issue code value associated with the grouping level.
❑ Show Name/Code Description in band — When grouping by an issue code,
displays the issue code description associated with the grouping level.
You can also sort the grouping level values in ascending or descending order.
FIG. 5.14: Issues are

grouped by Priority,
and then by
Responsible
Manager.
Steps
1. Click Save.
Issues
Viewing Issue Charts

Issues can be viewed in three types of charts: histogram, stacked histogram,
and pie chart. Click Customize to change chart type and color theme.
✍ A pie chart can be To display issues in the chart format, issues must be grouped at least one level.
grouped to only one
level.
FIG. 5.15: Click

Customize to
change chart type
and color theme.

issues in chart form.
1. In the Display field at the top of the page, select Chart.

2. Click Customize.
3. In the Chart drop-down list, select Stacked Histogram.
FIG. 5.16: Click

Show Legend to
display legend.
Issues
LESSON 6
Baselines
This portion of the What’s New guide describes new baseline-related features
added in myPrimavera 5.0.
Baselines
Adding Baselines
The Project Baselines view, new for myPrimavera version 5.0, enables you to
add, edit, and delete a project baseline and a primary baseline:
❑ Project baseline — This baseline is generally established by the project
manager. Security privileges significantly restrict the ability of users to edit
or delete this baseline, ensuring all users have a single, consistent project
baseline to compare to the current project schedule. In myPrimavera, the
project baseline is used to calculate and display summarized baseline data,
generate enterprise-wide reporting, and for comparing to the current
project in the Gantt Chart view. It is also used for milestone status
reporting and to determine which critical activities are listed as behind
schedule in the Critical Activities Behind Schedule portlet.
❑ Primary baseline — This baseline is generally established by individual
users so they can conduct baseline analysis independent of the project
baseline. It is used to calculate and display live baseline data, for example,
in the Activity List.
A setting in the Settings tab in Project Details also enables you to choose
whether to use the project baseline or the primary baseline for calculating live
earned value data at the activity level.
FIG. 6.1: A project

baseline has
already been
assigned to the
Finance System
Upgrade project.
EXERCISE: Display Steps

the Project Baselines
view. 1. In the Projects menu, confirm the Finance System Upgrade project is
selected.
2. Click Project Baselines.
Baselines
Adding Baselines (continued)

If no baselines have been assigned to the project, Current Project is listed in
both the Project Baseline and Primary Baseline drop-down lists.
✍ Baseline types To add a baseline, click Add Baseline, then specify a baseline name that is
typically are created by
a project administrator.
unique to the project. You can also choose a baseline type.
After a baseline is created it can be assigned as either a project baseline or
primary baseline, or both. Note that when you create a baseline, you are
copying the project in its current state.
FIG. 6.2: Baseline

Name is required
when you create a
baseline; Baseline
Type is optional.

a primary baseline.
1. Click Add Baseline.

2. Type a Baseline Name <B2: Finance System Upgrade>.
3. In Baseline Type field, click .

4. Select a Baseline Type, Customer Sign-Off Baseline, and then click OK.
5. Click Save.
Baselines
Assigning a Baseline
After a baseline is created it can be assigned as a project baseline or primary
baseline by selecting it the drop-down lists.
Click a baseline name to edit or delete it. Note that you cannot delete a
baseline if it is assigned as a project baseline or primary baseline. Assign
another baseline or the current project before deleting the baseline.
FIG. 6.3: Base 2:

Finance System
Upgrade is assigned
as the primary
baseline.

a primary baseline.
1. In the Primary Baseline drop-down list, select Base 2: Finance System

Upgrade.
LESSON 7
Personal Workspace
This portion of the What’s New guide describes new features added in
myPrimavera 5.0 that impact the Personal Workspace.
The new features to be described are:
✔ My Reports portlet
✔ Custom portlet
✔ Resource Analysis portlet
Personal Workspace
My Reports Portlet
The My Reports portlet enables you to schedule and view reports in
myPrimavera.
You can schedule reports to run on a regular basis, for example, every morning
at 9 am, or you can run reports manually. Reports can be viewed in HTML
directly in my Primavera, or you can view them in MS Excel.
When you schedule a report, the portlet submits the job request to the
Primavera Job Service. The Job Service processes the request at the scheduled
time and runs the report.
Note that the Job Service runs the reports by logging in as the user who
schedules the report. Thus, user security and access settings always apply, and
the same report might not return the same data for users with different
privileges. For example, you may run a report that contains data you do not
have the privilege to view. In that case, you can still run report but some of the
columns will be blank.
FIG. 7.1: The No

data available
message appears
until reports are
assigned in the My
Reports portlet.

the My Reports portlet
on the Personal 1. Click the Primavera icon to return to the Personal Workspace.
Workspace.
2. Confirm a portfolio, Strategic Projects, is displayed in the Filter by field on
the Personal Workspace.
3. Click Customize.
4. Mark a checkbox next to a portlet, My Reports.
Personal Workspace
Assigning Reports
The Display field enables you to view reports according to one of the following
options:
❑ Current filter — This option displays reports that are associated with the
current filter criteria as set in the Filter by field on the Personal Workspace.
When you assign a report in this view, you associate it with projects in the
current filter for the Personal Workspace. For example, if you assign a
report, and the current filter is a portfolio, the report runs against all
projects in the portfolio.
❑ All — This option displays all your assigned reports grouped by filter
options. Under each filter option, the reports are grouped by the selected
filter criteria, for example, Project/Project Name/Report Name. When you
assign a report in this view, the report is not associated with any filter, and
displays in the No Filter group.
FIG. 7.2: Reports in

the Current Filter
are grouped under
Strategic Projects,
the portfolio
selected in the
Filter by field on the
Personal
Workspace.

a report to the current
filter. 1. In the My Reports portlet, confirm that Current Filter is selected in the
Display field.
2. Click Assign Report.
3. Click + to expand groupings, Project Office, Open Projects, and Risks,
Issues & Thresholds.
4. Select a report, Open Risks.
6. Click to expand groupings, Portfolio and Strategic Projects.
Personal Workspace
Scheduling Reports
✍ ClickRefresh to The Schedule State column indicates whether the report can be scheduled.
Status while
update
is running.
job
When the column displays Enabled, the report will run based on scheduling
options. When the field displays Disabled, the report will not run even if
scheduling options have been specified.
Other columns in the portlet:
❑ Report name — Report name will become a link after the project has run.
❑ Last Run date — Date when report was last successfully run.
❑ Schedule Type — Displays when the report is selected to run, for example,
every day, every week, etc.
❑ Status — Displays status of current report job.
To assign scheduling options, mark a checkbox adjacent to a report and click
Schedule. Mark the checkbox at the column header to select all reports.
FIG 7.3: Report Schedule Options dialog box.
✍ EXERCISE: Steps
Schedule a report to
run. 1. Mark a checkbox next to a report, RI-01 Open Risks.
2. Click Schedule.
Personal Workspace
Scheduling Reports (continued)

In the Report Schedule Options dialog box, select Enabled in order to access
scheduling options.
You can choose to run the report at a specific time every day, every week,
every two weeks, or every month. You can also choose to run the report as
soon as possible, meaning it will be submitted to the job service immediately
after the last job currently in the service runs.
FIG. 7.4: Schedule

options are
displayed in the
Schedule Type
column in the
portlet.
Steps
1. In the Report Schedule State section, select Enabled.
2. In the Report Schedule Options section, select Every Week On.
3. In the drop-down lists, select Monday at 6 hours 0 Minutes.
4. Click OK.
When Job Services is enabled, you can click the hyperlinked name of the report
to view it.
Personal Workspace
Custom Portlets
Up to five Custom portlets can be displayed on the Personal Workspace. These
portlets can be used to display a Web site or a Web application.
In the Number of Custom Portlets field, enter a value from 1 to 5 to display
these in Personal Workspace Preferences. Note that editing this column
controls only the display on Personal Workspace Preferences; you must still
mark a checkbox next to each portlet for it to display on the Personal
Workspace
In Personal Workspace Preferences, mark a checkbox next to each Custom
portlet to display it on the Personal Workspace. Click (arrow) icon to specify a
portlet title and portlet URL.
FIG. 7.5: Adjust

values in the
Number of custom
portlets field to
control display in
Personal Workspace
Preferences.

the Custom Portlets
section in Personal 1. On the Personal Workspace, click Customize.
Workspace Preferences.
2. Mark a checkbox next to a portlet, Custom Portlet 1.
3. Type a portlet title <Primavera>.
4. Type a portlet URL <http://www.primavera.com>.
Personal Workspace
Resource Analysis Portlet

✍ All charts in the The Resource Analysis portlet is a portlet-sized version of the Resource
Resource Analysis
portlet use summary
Analysis view in the Resources menu. It enables you to analyze resource units
data. They reflect values and costs across multiple projects in an array of charts on the Personal
as of the last date the Workspace.
summarizer was run for
the project. The portlet shows summarized resource allocation data for the selected
resource, resource team, or resource code value in histogram, stacked
histogram, pie chart, and area chart.
If you assign or manage resources, you can use the portlet to quickly access
the allocation of your resources. If you don't manage resources, you can track
your own allocation.
In Personal Workspace Preferences you can set the chart type, choose to
display units or cost, and specify the number of weeks to display allocation in
the past and future, with a range of 1 to 99 weeks.
FIG. 7.6: Choose

the number of
weeks to display
allocation from 1 to
99 weeks.

the Resource Analysis
portlet on the Personal 1. Click the Primavera icon to return to the Personal Workspace.
Workspace.
2. Click Customize.
3. Mark a checkbox next to a portlet, Resource Analysis Chart.
4. Click to display portlet options.

5. In the Display allocation for the next week(s) field, type <99>.
Personal Workspace
Resource Analysis Portlet (continued)
Like most portlets on the Personal Workspace, data is filtered on the Personal
based on the selection in the Filter by field at the top of the page. Only data on
projects/portfolios selected in the Filter by field are displayed in the portlet.
Click in the Resource field to select the resource(s) you want to display in
the portlet. You can choose:
❑ Resource Hierarchy — View information about a single resource.
❑ Resource Team — View information about members of a resource team, or
rolled up totals for the team as a whole.
❑ Resource Code — View information about resources with a common
resource code value.
The Group By field dictates how the chart is organized. In the default setting,
Project , each bar in the histogram represents a project. You can also group by
project code, where each bar represents a project code value within the
selected project code.
FIG. 7.7: Click Show

Legend to view a
legend of projects
in the stacked
histogram.
EXERCISE: Select Steps

a resource to view in the
portlet.
1. In the Resource field, click .
2. In the Select drop-down list, select Resource Hierarchy.
3. Click + to expand groupings, Enterprise and Project Office.
4. Select a resource, Gretchen Schantz, and then click OK.
LESSON 8
Activity List
This portion of the What’s New guide describes new features in the Activity List
in myPrimavera 5.0.
Activity List
Grouping in Activity List

The Activity List can be grouped to better organize and categorize project data.
Grouping enables you to organize data that share a common attribute. Groups
are separated by bands that describe the attribute and can be customized for
color and type size.
Within the Activity List you can also sort and filter:
❑ Sorting determines the sequence in which activities are listed within each
grouping band. You can sort by a single criteria alphabetically, numerically,
or chronologically, or sort by multiple criteria.
❑ Filtering controls the activities that appear in the list, helping you to limit
the number of activities displayed if you are working with a large list.
FIG. 8.1: Up to 10
levels can be
grouped in the
Activity List.

the Group tab in the
Customize Activity List 1. On the Projects menu, click Activity List.
dialog box.
2. Click Customize.
3. Click the Group tab.
Activity List
Grouping in Activity List (continued)
You can elect to group activities up to 10 levels by selecting fields to group by

in the Level 1 through Level 10 fields.
For example, if you select to group by two levels, WBS then Critical, the
Activity List groups activities by WBS. Then, within each WBS grouping,
activities are grouped by critical versus non critical status.
✍ Only one When you choose to group by a hierarchical field, for example WBS or activity
hierarchical grouping
can be selected.
code, the To Level drop-down list is enabled so you can choose the number of
hierarchy levels you want to group by. For example, if your WBS comprises five
levels, you may want to group only to the third level. In this case, activities
associated with lower levels of the WBS are listed under the level 3 band.
FIG. 8.2: Activity

List is grouped by
WBS.
EXERCISE: Group Steps

the Activity List by WBS.
1. In the Level 1 drop-down list, select WBS.

2. In the To Level drop-down list, select 5.
3. Click Save.
Activity List
Grouping in Activity List (continued)
Groups are indented in the Activity List by a grouping band. Use the Band Color
and Band Text menus to specify color and text for each band.
For each grouping level you can also specify:
✍ Start date rollups Show field title in band — Displays the grouping level field name, followed by
reflect the earliest date
for the group and finish
the field value. For example, if you select to group activities by WBS, the field
date rollups reflect the name WBS appears to the left of the date value for the group. If you do not
latest date for the choose this option, only the field value appears in the band.
group. Unit and cost
rollups are a total of the
Show field rollups in band — Displays summary information for all cost,
values for each activity
in the group. numeric, integer, start date, and finish date fields in the group.
Activity List
Sorting in Activity List

Use the Sort by and Sort order drop-down lists to specify how you want to sort
activities. Sorting determines the sequence of activities within each grouping
band.
In the Sort by drop-down list, you can select from a wide range of sort fields
categorized by type, for example, units, dates, or general data fields.
In the Sort order drop-down list, you can specify ascending or descending.
Note that in the Activity List, you can also click a column title to sort by that
field or to change the current sort order. A small arrow indicating the sort order
appears next to the column heading.
FIG. 8.3: Activities

are sorted by Start
date within the WBS
groupings.
EXERCISE: Sort Steps

activities by Start within
the WBS grouping 1. Click Customize.
bands.
2. In the Sort By drop-down list, select Start.

3. Click Save.
Activity List
New Features in Activity List

Three other new features have added to the Activity List for version 5.0
Accessing activity details — In version 4.0, you clicked an activity to access
Activity Details -— either the Activity Form or Activity Tabs. In 5.0, highlight an
activity and click Details to access Activity Details.
Add an activity — In version 4.0, activities could be deleted — but not added
— in the Activity List. In 5.0, click Add to add an activity.
Activity ID/Name — In the Customize Activity List dialog box you can
choose to Show First Column as Activity Name or Show First Column as Activity
ID. Choosing either of these options places the column as the first in the
Activity List. Note that if you want both Activity ID and Activity Name to display
in the Activity List, select one in the Show First Column as field and select the
other in the Available Columns section and move it to the Selected Columns
section.
Editing — You can edit directly in the Activity List by clicking in a cell and
typing a value.
Three Bala Plaza West Bala Cynwyd, PA 19004-3481 USA
www.primavera.com
ISBN #1-57408-244-2
ISBN # PENDING

What&#39;s New in Primavera 5.0

Încărcat de

Informații document

Descriere originală:

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

What&#39;s New in Primavera 5.0

Încărcat de

Drepturi de autor:

Formate disponibile

What’s New in Primavera 5.

Please send your comments to:

Printed in the United States of America.

Lesson 1: Schedule Analysis 1

Lesson 2: Ease of Use 29

What’s New in Primavera 5.0 i

Import Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Sight Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Resource Planning View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

ii What’s New in Primavera 5.0

Resource Analysis View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

What’s New in Primavera 5.0 iii

Lesson 7: Personal Workspace 91

My Reports Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Lesson 8: Activity List 99

Grouping in Activity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100

iv What’s New in Primavera 5.0

FIG. 1.1: BA1000,

3. Click Progress Spotlight .

FIG. 1.2: Actuals

WBS Summary Activities

resources can be assigned to these activities instead of detailed activities.

FIG. 1.3: Activity

WBS Summary Activities (continued)

FIG. 1.4: A bar is

Suspend and Resume Activity

FIG. 1.5: There is a

Suspend and Resume (continued)

FIG. 1.6: The

Activity Step Templates Dialog Box

FIG. 1.7: Use the

Step Templates From an Existing List

FIG. 1.8: Steps are

Step Templates - Assign to Activities

FIG. 1.9: Steps can

3. Select a template, Systems Testing, and then click .

Past Period Actuals

Configuring Financial Periods

FIG. 1.10: A batch

Configure Past Period Columns

FIG. 1.11: You can

Configure Past Period Columns (continued)

FIG. 1.12: Financial

Storing Past Period Information

FIG. 1.13: Data for

Editing Past Period Actual Data

Editing Past Period Actual Data (continued)

FIG. 1.14: Past

FIG. 1.15: Value

Rates on Roles (continued)

FIG. 1.16: Rate

Rates on Roles (continued)

FIG. 1.17: Options

FIG. 1.18: Filtering

Baseline Update (continued)

FIG. 1.19: More

Monte Carlo Analyzer

Multiple Float Paths

Multiple Float Paths (continued)

FIG. 1.20: Schedule

Multiple Float Paths (continued)

FIG. 1.21: Activities

Handling Hours and Days

What's New in Primavera 5.0

What's New in Primavera 5.0